Office Bot is designed to streamline renewals, automate billing processes, and deliver policy documents.
Marketing Bot helps your agency focus on growth using online reviews, cross-sell and much more.
Form Builder gives you the tools to turn all your PDF questionnaires and applications into convenient online forms.
Take your customer service to the next level by giving clients access to a dedicated self-service portal.
As part of Pathway’s Self-Service Kiosk, the ePayPolicy integration enables policyholders to pay invoices directly from the website portal and mobile app.
Clients can pay their due invoices in real-time with ACH/EFT transfers or any major credit card.
Payment confirmations are automatically updated in your management system.